In this episode, Craig Jeffery and Paul Galloway discuss the "efficient frontier." They explore risks, rewards, and trade-offs between options like money market funds, ECR, and IDA/ICA. They also talk about liquidity needs and capital access. Listen in to learn more.
Welcome to another episode of our Learning from Financial Fraud Series. In this thirteenth episode, Craig Jeffery, Managing Partner at Strategic Treasurer, shares insights into a major fraud case. The organization faced multiple sophisticated attacks across multiple payment channels. Listen in as Craig walks us through the attack method, the loss, and the key takeaways.
In today’s episode, we’ll hear from Paul Galloway on automated financial reporting. What tools are used, and how do we ensure accuracy and security? Are there regulations to consider? Listen in to learn more.
In today’s podcast, Ron Chakravarti from Citi discusses the Citi Treasury Diagnostic and what defines a leading treasury. Ron also shares insights on creating a top-tier treasury environment, emphasizing the importance of secure funding, compliance, risk management, and operational excellence. Listen in to learn more....
In today’s episode, Craig Jeffery, Managing Partner of Strategic Treasurer, emphasizes the importance of a future-focused mindset. He discusses the shift from batch to streaming, the roles of SaaS and PaaS, the importance of speed, and the value of continual learning and data. Listen in to learn more.
In today’s episode, we’ll hear from Paul Galloway on natural language processing. What is it, and how does it differ from machine learning? How is it used in finance and fraud detection? Tune in to find out.
In today’s podcast, Doug Hartsema from The Hartsema Group shares insights into the critical issue of fraud in banking and payments. He explores why fraud is such a dominant topic and the differences in handling private versus public funds. Doug shares insights on the importance of transparency, collaboration between banks and companies, and effective solutions for payment security. Listen in to learn more....
In today’s episode of the Treasury Update Podcast, Doug Hartsema from The Hartsema Group discusses the importance of unfiltered feedback for banks and payment firms. He explains how transforming customers into advisors can have a significant impact and highlights the critical differences between customer and advisor voices. He also reads through examples of key customer quotes and discusses their meanings....
In today’s episode, we’ll hear from Paul Galloway on anomaly detection systems. What are they, and how are they used in treasury and finance? Tune in to find out.
In today’s podcast, Karyn Brown from Austin Industries joins us to share her thoughts on why there isn’t a standard career path for treasurers. Craig Jeffery and Karyn also discuss the varied paths to becoming a treasurer, the implications of this diversity, and the current hiring environment. Listen in to learn more....
In today’s podcast, David Miller from Hunt Companies joins us to discuss the future of real-time information and payments. We'll cover APIs, RTP, FedNow, and the need for implementation. Listen in to learn more. Find David on LinkedIn here: https://www.linkedin.com/in/david-miller-87553b1/
In today’s episode, we’ll hear from Paul Galloway on machine learning. What is it, and how is it applied in treasury and finance today? Tune in to find out.
Welcome to another episode of our Learning from Financial Fraud Series. In this twelfth episode, we’ll explore what can be learned from a recent payment flows assessment that led to discovering a fraudulent loss in another area. Craig Jeffery walks us through the attack method, the loss, and the key takeaways. Listen in to learn more. More from this series: https://strategictreasurer.com/learning-from-financial-fraud-series/?utm_source=TUP312...
In today’s podcast, Dustin Senger , Treasurer of Knife River , shares the challenges and impacts of corporate spinoffs on treasury operations. Learn about Knife River’s journey to creating more value for shareholders through a spinoff , as well as how they have handled the separation of systems from the former parent company. The conversation also covers staffing, financing, and setting up new banking structures. Listen in to learn more....
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, discussing authentication in digital systems. What is authentication, and why is it crucial? Tune in to find out.
In today’s podcast, Craig Jeffery, Managing Partner of Strategic Treasurer , and Chip Zint , SVP, Chief Financial Officer at Deluxe , discuss the key objectives of accounts receivable from a CFO's perspective. Their discussion covers metrics like DSO, industry insights, and the impact of geopolitical risks and interest rates. Listen in to learn more. www.deluxe.com...
In today’s podcast, Dr. William Chittenden, President & CEO of SW Graduate School of Banking, will continue the discussion with a deeper look into critical economic issues. Topics of discussion include debt to GDP, government spending, monetary and fiscal policy. Bill will also cover how this can impact businesses and the overall economy.
Christin Cifaldi, Director of Product Development & Analytics, joins us on today's podcast to discuss the concept of the internet of things (IoT) in technology. What is the IoT, and what are its benefits and risks? Listen in to learn more.
Despite recent data, many people still believe inflation is increasing. In today’s podcast, Dr. William Chittenden , President & CEO of SW Graduate School of Banking, will discuss a Harris Poll showing that 55% think the economy is shrinking, 56% believe the US is in a recession, 49% think the S&P 500 is down, and 49% believe unemployment is at a 50-year high. Dr. Chittenden will clarify the economic statistics and explore why these misconceptions exist, covering topics such as inflation...
Welcome to another episode of our Learning from Financial Fraud Series. In this eleventh episode, we'll look at what can be learned from a recent scam involving an unauthorized debit. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways. More from this series: Learning from Financial Fraud Series Episode 10: Learning from Deepfake Scams Learning from Financial Fraud Series Episode 9: Payment Server and Network Compromise Learning from Financial...
Welcome to another episode of our Learning from Financial Fraud Series. In this tenth episode, we'll look at what can be learned from a recent deepfake scam. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways. More from this series: Learning from Financial Fraud Series Episode 9: Payment Server and Network Compromise Learning from Financial Fraud Series Episode 8: Payment Server Breach Learning from Financial Fraud Series Episode 7: Understan...
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the topic of botnets in cyber security. What is a botnet, and what role does it play in the security landscape? Listen in to learn more.
Payment penetration testing involves simulated cyberattacks to uncover vulnerabilities in payment systems. In today’s podcast, Craig Jeffery and Christin Cifaldi discuss different testing methods such as black-box, white-box, and gray-box testing, highlighting their pros and cons. Listen in to learn more!
Understanding bank fees helps consumers and corporations make informed decisions, avoid hidden charges, and negotiate better terms. In today’s podcast, Craig Jeffery and Christin Cifaldi discuss the importance of understanding bank fees, including their impact on consumer decisions, corporate finances, and negotiation strategies. Join our webinar on May 9th on The Guide to Bank Pricing: Navigating the Range https://strategictreasurer.com/webinar-the-guide-to-bank-pricing/...
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the concept of scoping in cyber security. What is scoping, and what role does it play in the security landscape? Listen in to learn more.
Welcome to another episode of our Learning from Financial Fraud Series. In this episode, we'll look at a case of payment server and network compromise. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways. More from this series: Payment Server Breach Understanding “Pig Butchering” Unpacking the Bernie Madoff Ponzi Scheme Uncovering the Enron Accounting Scandal Unmasking the FTX Fraud & Safeguarding Your Assets Unraveling the Wirecard Fraud ...
Treasury technology is rapidly changing. In this podcast we cover perspectives and thoughts on technology developments and plans uncovered from survey results and numerous client engagements. These perspectives come to us in the context of overall economic sentiment and after multiple years of significant technology improvements. Opportunities abound! 00:30 Overview Landscape. 03:00 Developments: APIs Blockchain PSD2. 11:35 Faster payments or enriched messaging. 16:27 Technology providing the bi...
In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes delve into cash investing options, discussing bank deposits and money market funds. Explore the latest on safety, liquidity, and yield, plus the impact of recent bank failures and FDIC actions. Understand the pros and cons of each investment strategy in today's ever-changing market. Speakers: Craig Jeffery , Managing Partner at Strategic Treasurer Susan Hill , CF...
In today’s podcast, Christin Cifaldi, Director of Product Development & Analytics, explains what a demilitarized zone network (DMZ) is and how it secures the perimeter around internal LANs. She also discusses a few key items on access control, network segmentation, and IP spoofing prevention. Listen in to learn more.
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Edward Galvin , Head of B2B Commercial Payments Sales at VISA . They discuss the evolving treasury technology landscape, exploring key shifts and strategies for adaptation, as well as the challenges and opportunities posed by the rapid adoption of APIs and embedded banking. The 2024 Outlook Series features interviews with treasury experts about their expectations, projections, and insights for the year ahead. Find mor...
